See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,866 | $88,634-32.5% | $101,326-40.9% | $74,304-19.4% |
| Participation rate | 68.4% | 76.9%-8.5pp | 81.5%-13.1pp | 60.3%+8.0pp |
| Annual return | 24.23% | 33.10%-8.9pp | 36.82%-12.6pp | 29.43%-5.2pp |
| Employer contribution / active EE | $4,377 | $2,930+49.4% | $3,665+19.4% | $2,241+95.3% |
| Participant deferral / active EE | $7,719 | $7,322+5.4% | $7,994-3.4% | $3,767+104.9% |
| Admin fee / account holder | $12,732 | $2,425+425.0% | $11,185+13.8% | $2,969+328.9% |